How to structure and upload CSV with Change Notes and Tasks for Migration
To successfully import change notes and tasks into your help desk system, ensure the CSV files follow the required format.
Required Columns:
- Change Notes: NoteId, ChangeId, AuthorEmail, Body, CreatedTime, Public.
- Change Tasks: TaskId, ChangeId, Subject, Status, AgentEmail, AgentName, DueTime, CreatedTime.
Formatting Requirements:
- Note and Task Descriptions: Can contain HTML formatting.
- Attachments: Provide public URLs for any attachments linked to notes and tasks.
- Consistency: Maintain consistent ChangeId and TaskId values for related notes and tasks.
You can find a CSV file template on the Source step while setting up the Demo migration.
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